Longhold Wealth
Take liquidity now. Own a piece of something bigger.
Permanent capital for founders of independent wealth management firms. Take real money off the table, keep equity in your firm, and hold equity in the platform we build together, while we take succession, compliance and technology off your desk.
Book a confidential conversation30 minutes. Private. No obligation.
A candid conversation about your firm.
Every conversation is confidential.
Nothing you share goes anywhere. An NDA comes before any documents change hands, and there is no obligation at any step.
$40B+
Built and run by our operating team
$100M to $1B
Firms we partner with
10 business days
To a written indication
We build, we do not trim
Growth is the only return
No predetermined exit date
Liquidity on your timeline
Your team and clients stay
They are the business
Why this is different
How value is created, and when you can take it.
| Dimension | Longhold Wealth | A private equity buyer |
|---|---|---|
| How value is created | By the firm delivering more to its clients each year | By the next sale, which depends on market conditions at the time |
| Where investment goes | Into advisors, service, capacity, and further acquisitions onto the platform | Out of the business, into distributions |
| Path to liquidity | Structured to your timeline, at points agreed in writing before signing | Set by the life of the fund |
| At year 3 to 7 | Nothing has to happen | The firm is sold again |
The team
Kenny Stone
I am the son of a wealth advisor.
I grew up inside the business my father built, which is where I came to understand the entrepreneurial drive it takes to start one and the devotion to clients that keeps it running.
$50B+in transactions I have worked on
[email protected]Experience
Operating team
$40B+
Assets built and run across our operating team
Their experience covers registered investment advisors, hybrid structures, retirement planning, and integrated tax and wealth, across several verticals. You will meet them once we are under NDA.
One conversation
What happens on the call.
Thirty minutes. Nothing to prepare and nothing to send beforehand.
-
01
We get to know each other
How you built the firm and who is on your team. I will tell you the same about us.
-
02
Your timeline
What you want the next five years to look like. Most owners do not have a date in mind yet.
-
03
A first read on strategy
Succession, technology, compliance, and where growth actually comes from. Including the routes that do not involve us.
-
04
Our thoughts on valuation
Where firms like yours are trading and why, then a written indication if you want one.
You will leave with a clear read on your firm, whether or not we ever do business together.
Next step
Book a confidential conversation.
Your information goes to no one. You will get a confirmation and a reminder an hour before, and that is the only email you will ever get from us.
Questions
Answered plainly.
Is this really confidential?
Yes. Nothing you share goes to anyone, inside or outside the industry, and an NDA is signed before any documents change hands. We understand what it would cost you if word reached your team or your clients before you were ready.
What kinds of firms do you partner with?
Independent wealth management firms with $100 million to $1 billion under management. Most are registered investment advisors, and hybrid firms with commission business are included. Structures range from a minority position, generally starting near 20 percent with growth capital going into the business, up to a full purchase.
How do you make money?
By the firm being worth more in ten years than it is today. There is no fund life behind us and no date by which we have to sell, so the return has to come from the business itself. That means putting capital into advisors, service, capacity, and further acquisitions onto the platform.
What happens to my team and my clients?
Your team keeps their seats and your clients keep their advisor. We do not push products and we do not tell you how to serve the people who trusted you. The firm only grows if those relationships stay in place.
How does valuation work?
On the call I will tell you where firms like yours are trading and how I get there. Within 10 business days of receiving basic financials, you will have a written indication with the structure laid out. Firms differ enough that a number posted on a page would tell you nothing useful about yours.
Who are your operating partners?
Operators who have built and run wealth management platforms totalling more than $40 billion. Their experience covers registered investment advisors, hybrid structures, retirement planning, and integrated tax and wealth. You will meet them once we are under NDA.
What happens after the call?
That is up to you. Some owners take the market read and come back to it a year later. Some sign an NDA the same week. There is no sequence and no obligation.